FLOREAT FINANCE LIMITED

: 66 Wandsworth Common West Side, London, Greater London, SW18 2ED

: FCA Number: 1016610

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Firm Services

Floreat Finance specialises in providing tailored financial guidance for clients over 50, with a focus on estate planning, pension consolidation, decumulation and divorce-related financial advice. My credentials include membership of the Institute of Chartered Accountants, the Chartered Institute of Insurers and Resolution, as well as certification in Long Term Care Insurance, enabling me to offer expert advice on capital gains tax, inheritance tax planning, and income tax. The advice recommendations I make are from a carefully selected range of products and funds. This is known as restricted advice. Using a focused and controlled approach allows me to develop an in-depth knowledge of the products, so I can safely and confidently recommend a solutions that's right.

Their team includes one financial adviser. Check FCA registration here.

FLOREAT FINANCE LIMITED are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to FLOREAT FINANCE LIMITED from the Motorway

From the M4, continue onto Great West Road/A4 and proceed to follow A4. Upon reaching Hogarth Roundabout, take the second exit onto Great West Road Chiswick/A4 and continue to follow A4.
Make a right turn onto North End Road/B317. At the subsequent roundabout, take the second exit. At the next roundabout, take the first exit onto North End Road/B317 and carry on following North End Road.
At the ensuing roundabout, take the first exit onto Fulham Road/A304. Turn right onto Harwood Road/B318, followed by another right onto New Kings Road/A308. Make a left turn onto Wandsworth Bridge Road/A217.
At Wandsworth Roundabout, opt for the second exit onto Trinity Road/A214. You ought to make a right turn onto Windmill Road/B234 and another right onto Heathfield Road.
At the final roundabout, take the second exit onto Wandsworth Common West Side. Your destination will be located on your left.

List of advisers under FLOREAT FINANCE LIMITED:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.